See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,926 | $80,968-79.1% | $96,544-82.5% | $75,163-77.5% |
| Participation rate | 76.6% | 71.8%+4.8pp | 76.0%+0.6pp | 67.2%+9.4pp |
| Annual return | 20.80% | 27.06%-6.3pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $897 | $2,282-60.7% | $2,965-69.7% | $2,670-66.4% |
| Participant deferral / active EE | $2,818 | $3,928-28.3% | $4,851-41.9% | $4,125-31.7% |
| Admin fee / account holder | $3,037 | $6,724-54.8% | $8,252-63.2% | $5,651-46.3% |